See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,118 | $79,171-49.3% | $102,423-60.8% | $74,495-46.1% |
| Participation rate | 53.2% | 74.8%-21.6pp | 76.5%-23.3pp | 67.2%-14.0pp |
| Annual return | 12.44% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $818 | $2,362-65.4% | $3,023-72.9% | $2,623-68.8% |
| Participant deferral / active EE | $3,535 | $4,415-19.9% | $5,053-30.0% | $4,346-18.7% |
| Admin fee / account holder | $53 | $2,001-97.4% | $9,451-99.4% | $1,942-97.3% |